Irrevocable Trust for Lifetime Benefit of Disabled Trustor with Power of Invasion in Trustor - Oregon 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the name of the Trustor and the date of the trust agreement at the top of the form.
3. Fill in the Trustee's name and address, ensuring all details are accurate for proper identification.
4. In Section 1, describe the property being transferred into trust as outlined in Exhibit A. Ensure this is detailed and clear.
5. For Section 2, specify how income and principal will be distributed during and after the Trustor's lifetime, including payment frequency.
6. In Section 3, outline any reserved rights of invasion, detailing withdrawal limits and conditions clearly.
7. Complete Sections 4 through 12 by following prompts for additions to trust, irrevocability clauses, trustee powers, accounting methods, and successor trustee designations.
8. Finally, ensure all parties sign where indicated and attach any necessary exhibits before finalizing your document.

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